Sempra Energy Benefits from LNG Growth and Significant Investments
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 28 2025
0mins
Source: NASDAQ.COM
Sempra Energy's Investments: Sempra Energy is investing $13 billion by 2025 to enhance its infrastructure and meet rising electricity demand, particularly driven by AI data centers, with a projected 30% increase in capital investments from 2026 to 2029.
Renewable Energy Growth: The company is expanding its renewable energy portfolio, with 1,044 MW of contracted capacity from wind and solar facilities and significant rooftop solar capacity in its service area.
Risks from Wildfires and Partnerships: Sempra faces risks from California's severe wildfires that could disrupt power supply and damage infrastructure, as well as potential challenges in its dealings with Mexico's state-owned enterprises, PEMEX and CFE.
Stock Performance and Comparisons: Sempra Energy shares have increased by 20.4% in the past six months, outperforming the industry, while other companies in the sector, like Spire Inc. and Atmos Energy Corp., are also showing strong growth potential.
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Analyst Views on SRE
Wall Street analysts forecast SRE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SRE is 100.58 USD with a low forecast of 89.00 USD and a high forecast of 115.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
9 Buy
3 Hold
0 Sell
Strong Buy
Current: 86.660
Low
89.00
Averages
100.58
High
115.00
Current: 86.660
Low
89.00
Averages
100.58
High
115.00
About SRE
Sempra is a North American energy infrastructure company. The Company's businesses invest in, develop and operate energy infrastructure, and provide electric and gas services to customers. Its segments include Sempra California, Sempra Texas Utilities, and Sempra Infrastructure. The Sempra California segment provides natural gas and electric service to Southern California and part of central California through its subsidiaries, SDG&E and SoCalGas. The Sempra Texas Utilities segment holds its investment in Oncor Holdings, which owns an over 80.25% interest in Oncor, a regulated electric transmission and distribution utility serving customers in the north-central, eastern, western and panhandle regions of Texas, and its indirect 50% interest in Sharyland Holdings, which owns Sharyland Utilities, a regulated electric transmission utility serving customers near the Texas-Mexico border. The Sempra Infrastructure segment develops, builds, operates and invests in energy infrastructure.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Sempra Named One of Fortune's Most Admired Companies for 16th Year
- Ongoing Recognition: Sempra has been named one of Fortune's World's Most Admired Companies for the 16th consecutive year, highlighting its global leadership in corporate reputation and reflecting its outstanding performance and influence within the industry.
- Investment in Leadership: CEO Jeffrey W. Martin emphasized that the company's ongoing investment in leadership and workforce development is central to its mission of building America's leading utility growth business, thereby enhancing employee satisfaction and corporate culture.
- Multiple Honors: Recently, Sempra was also included in The Wall Street Journal's Management Top 250, Forbes' America's Best Employers for Company Culture, and Newsweek's America's Most Responsible Companies list, further solidifying its position as an industry leader.
- Sustainability Leadership: As a leading North American energy infrastructure company, Sempra is committed to delivering energy to nearly 40 million consumers and is recognized for its high-performance safety culture and operational excellence, as evidenced by its inclusion in the Dow Jones Sustainability Index North America, showcasing its leadership in sustainable business practices.
See More
Sempra Named One of Fortune's Most Admired Companies for 16th Year
- Reputation Recognition: Sempra has been named one of Fortune's World's Most Admired Companies for the 16th consecutive year, highlighting its exceptional corporate reputation and solidifying its leadership position in the energy infrastructure sector.
- Investment in Leadership: CEO Jeffrey W. Martin emphasized that the company's success stems from ongoing investments in leadership and workforce development, which not only enhance employee satisfaction but also lay the groundwork for long-term growth.
- Multiple Honors: Recently, Sempra was also recognized by The Wall Street Journal as one of the Top 250 Management Companies, Forbes as one of America's Best Employers for Company Culture, and Newsweek as one of America's Most Responsible Companies, further proving its excellence in the industry.
- Sustainability Leader: As a leading North American energy infrastructure company, Sempra is committed to delivering energy to nearly 40 million consumers, and its performance in sustainable business practices and safety operations has earned it a spot in the Dow Jones Sustainability Index North America, showcasing its influence in global energy markets.
See More
Southern California Gas Company Declares Quarterly Dividends
- Quarterly Dividend Announcement: The board of Southern California Gas Company has declared a quarterly dividend of $0.375 per share for preferred stock, payable on April 15, 2026, to shareholders of record as of March 10, 2026, demonstrating the company's commitment to shareholder returns.
- Preferred Stock Series: This dividend applies to all preferred stock series, indicating the company's strong cash flow and profitability, which enhances investor confidence in its financial stability.
- Market Leadership: As the largest gas distribution utility in the U.S., SoCalGas serves over 21 million consumers across approximately 24,000 square miles, showcasing its significant influence in the energy sector.
- Corporate Social Responsibility: The company was recognized as Corporate Member of the Year by the Los Angeles Chamber of Commerce for its volunteer leadership in the communities it serves, further solidifying its leadership position and commitment to social responsibility.
See More
Southern California Gas Company Declares Quarterly Dividends
- Quarterly Dividend Declaration: The board of Southern California Gas Company has declared a preferred stock dividend of $0.375 per share, reflecting the company's stable financial health and commitment to shareholders, which is likely to enhance investor confidence.
- Payment Schedule: The dividends are set to be paid on April 15, 2026, with a record date of March 10, 2026, providing shareholders with a clear cash flow expectation that may improve shareholder satisfaction.
- Company Overview: SoCalGas is the largest gas distribution utility in the U.S., serving over 21 million consumers across approximately 24,000 square miles, showcasing its leadership position and market influence in the energy sector.
- Industry Recognition: The company has been named Corporate Member of the Year by the Los Angeles Chamber of Commerce for its volunteer leadership in the communities it serves, further solidifying its reputation and commitment to social responsibility in the energy industry.
See More
Winter Storm Fern to Impact Natural Gas Production, Excelerate Energy Stock Soars 28%
- Natural Gas Price Surge: Natural gas prices have jumped 70% in less than two weeks, reaching record highs, which has driven Excelerate Energy (EE) stock up 28% this month, reflecting strong market demand and renewed investor confidence in natural gas supply.
- Production Loss Estimates: Natural gas production is projected to decrease by 10 to 80 billion cubic feet, similar to the 30 billion cubic feet loss caused by Winter Storm Uri in 2021, potentially leading to supply tightness and impacting price volatility in the market.
- Utility Challenges: Heavy snow and freezing rain could lead to widespread power outages for utilities like Exelon (EXC) and NRG Energy (NRG), with analysts projecting a 42% upside for NRG's stock price, indicating confidence in its recovery capabilities amid adverse weather conditions.
- Infrastructure Investment Opportunities: As concerns over grid reliability increase, companies like Quanta Power Services (PWR) may benefit from power line repairs and infrastructure investments, with analysts expecting this to drive long-term investment growth in the energy sector.
See More
Severe Winter Storm Approaching, Utilities in Jeopardy.
- Severe Weather Alert: Dangerously cold weather is expected to impact much of the U.S., potentially causing widespread disruptions over the coming days.
- Electric Grid Concerns: This deep freeze poses a significant challenge to the electric grid, reminiscent of the severe conditions experienced during Winter Storm Uri in 2021, which resulted in numerous fatalities and extensive power outages.
See More
Sempra Named One of Fortune's Most Admired Companies for 16th Year
- Ongoing Recognition: Sempra has been named one of Fortune's World's Most Admired Companies for the 16th consecutive year, highlighting its global leadership in corporate reputation and reflecting its outstanding performance and influence within the industry.
- Investment in Leadership: CEO Jeffrey W. Martin emphasized that the company's ongoing investment in leadership and workforce development is central to its mission of building America's leading utility growth business, thereby enhancing employee satisfaction and corporate culture.
- Multiple Honors: Recently, Sempra was also included in The Wall Street Journal's Management Top 250, Forbes' America's Best Employers for Company Culture, and Newsweek's America's Most Responsible Companies list, further solidifying its position as an industry leader.
- Sustainability Leadership: As a leading North American energy infrastructure company, Sempra is committed to delivering energy to nearly 40 million consumers and is recognized for its high-performance safety culture and operational excellence, as evidenced by its inclusion in the Dow Jones Sustainability Index North America, showcasing its leadership in sustainable business practices.
See More
Sempra Named One of Fortune's Most Admired Companies for 16th Year
- Reputation Recognition: Sempra has been named one of Fortune's World's Most Admired Companies for the 16th consecutive year, highlighting its exceptional corporate reputation and solidifying its leadership position in the energy infrastructure sector.
- Investment in Leadership: CEO Jeffrey W. Martin emphasized that the company's success stems from ongoing investments in leadership and workforce development, which not only enhance employee satisfaction but also lay the groundwork for long-term growth.
- Multiple Honors: Recently, Sempra was also recognized by The Wall Street Journal as one of the Top 250 Management Companies, Forbes as one of America's Best Employers for Company Culture, and Newsweek as one of America's Most Responsible Companies, further proving its excellence in the industry.
- Sustainability Leader: As a leading North American energy infrastructure company, Sempra is committed to delivering energy to nearly 40 million consumers, and its performance in sustainable business practices and safety operations has earned it a spot in the Dow Jones Sustainability Index North America, showcasing its influence in global energy markets.
See More
Southern California Gas Company Declares Quarterly Dividends
- Quarterly Dividend Announcement: The board of Southern California Gas Company has declared a quarterly dividend of $0.375 per share for preferred stock, payable on April 15, 2026, to shareholders of record as of March 10, 2026, demonstrating the company's commitment to shareholder returns.
- Preferred Stock Series: This dividend applies to all preferred stock series, indicating the company's strong cash flow and profitability, which enhances investor confidence in its financial stability.
- Market Leadership: As the largest gas distribution utility in the U.S., SoCalGas serves over 21 million consumers across approximately 24,000 square miles, showcasing its significant influence in the energy sector.
- Corporate Social Responsibility: The company was recognized as Corporate Member of the Year by the Los Angeles Chamber of Commerce for its volunteer leadership in the communities it serves, further solidifying its leadership position and commitment to social responsibility.
See More
Southern California Gas Company Declares Quarterly Dividends
- Quarterly Dividend Declaration: The board of Southern California Gas Company has declared a preferred stock dividend of $0.375 per share, reflecting the company's stable financial health and commitment to shareholders, which is likely to enhance investor confidence.
- Payment Schedule: The dividends are set to be paid on April 15, 2026, with a record date of March 10, 2026, providing shareholders with a clear cash flow expectation that may improve shareholder satisfaction.
- Company Overview: SoCalGas is the largest gas distribution utility in the U.S., serving over 21 million consumers across approximately 24,000 square miles, showcasing its leadership position and market influence in the energy sector.
- Industry Recognition: The company has been named Corporate Member of the Year by the Los Angeles Chamber of Commerce for its volunteer leadership in the communities it serves, further solidifying its reputation and commitment to social responsibility in the energy industry.
See More
Winter Storm Fern to Impact Natural Gas Production, Excelerate Energy Stock Soars 28%
- Natural Gas Price Surge: Natural gas prices have jumped 70% in less than two weeks, reaching record highs, which has driven Excelerate Energy (EE) stock up 28% this month, reflecting strong market demand and renewed investor confidence in natural gas supply.
- Production Loss Estimates: Natural gas production is projected to decrease by 10 to 80 billion cubic feet, similar to the 30 billion cubic feet loss caused by Winter Storm Uri in 2021, potentially leading to supply tightness and impacting price volatility in the market.
- Utility Challenges: Heavy snow and freezing rain could lead to widespread power outages for utilities like Exelon (EXC) and NRG Energy (NRG), with analysts projecting a 42% upside for NRG's stock price, indicating confidence in its recovery capabilities amid adverse weather conditions.
- Infrastructure Investment Opportunities: As concerns over grid reliability increase, companies like Quanta Power Services (PWR) may benefit from power line repairs and infrastructure investments, with analysts expecting this to drive long-term investment growth in the energy sector.
See More
Severe Winter Storm Approaching, Utilities in Jeopardy.
- Severe Weather Alert: Dangerously cold weather is expected to impact much of the U.S., potentially causing widespread disruptions over the coming days.
- Electric Grid Concerns: This deep freeze poses a significant challenge to the electric grid, reminiscent of the severe conditions experienced during Winter Storm Uri in 2021, which resulted in numerous fatalities and extensive power outages.
See More
